Why do you need a trust? Unless you have in excess of 10 or 11 million dollars, it's a waste of money. If you are not that super rich just make sure that your beneficiaries are up to date.
You may want to get in touch with Jean Dorrell at Senior Financial. She or someone on her staff could provide good info. She also conducts seminars on the topic. (352) 307-8652
Last edited by Sparky6236; 08-30-2023 at 07:53 AM.
Reason: Misspell
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